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Michele Pawlak

@Ellenbecker Investment Group

Latest period2024 - Q4ReportedManaged Assets$559.15MTotal holdings112
Assets growth rate5.67%Assets growth rate (2-Q avg)6.08%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Ellenbecker Investment Group's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 112 positions.

Assets under management

The assets under management (AUM) of Ellenbecker Investment Group over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 559.15M in assets, with a quarterly growth rate of 5.67% and a 2-quarter average growth rate of 6.08%. The portfolio is managed by Michele Pawlak, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVDANvidia Corporation Inc
Recent Activity
Decreased -12.14%
0.47%
$2.616M
19,483 shares@ $134.3 avg price
UCONFirst Trust
Recent Activity
Decreased -45.26%
0.46%
$2.542M
103,120 shares@ $24.66 avg price
IWRIshares Tr
Recent Activity
Decreased -0.79%
0.38%
$2.122M
24,003 shares@ $88.41 avg price
PULSPgim Investments
Recent Activity
Decreased -12.97%
0.38%
$2.094M
42,263 shares@ $49.56 avg price
VVVanguard
Recent Activity
Decreased -3.13%
0.37%
$2.05M
7,601 shares@ $269.73 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -0.14%
0.37%
$2.047M
4,047 shares@ $505.88 avg price
SDYSpdr Series Trust
Recent Activity
Decreased -2.26%
0.35%
$1.937M
14,663 shares@ $132.11 avg price
MOAltria Group Inc
Recent Activity
Decreased -1.38%
0.34%
$1.853M
35,436 shares@ $52.3 avg price
AMZNAmazon.com Inc
Recent Activity
Decreased -1.79%
0.32%
$1.762M
8,033 shares@ $219.39 avg price
WECWec Energy Group Inc
Recent Activity
Decreased -0.04%
0.32%
$1.76M
18,711 shares@ $94.05 avg price